Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| THE NEW YORK TIMES COMPANIES SUPPLEMENTAL RETIREMENT AND INVESTMENT PLAN Tactical Asset Allocation Moderate | NA | 14.48% | 6.09% | 8.04% | 8.80% | 11.43% | NA | … | … |
Data as of 12/29/2017, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| THE NEW YORK TIMES COMPANIES SUPPLEMENTAL RETIREMENT AND INVESTMENT PLAN Tactical Asset Allocation Moderate | 12/31/2000 | 03/19/2018 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.16 | 14.48 | 6.09 | 8.04 | 8.80 | 11.43 | NA | … | … | 3.08 | 14.84 | 6.62 | -1.82 | 7.51 | 13.90 | 14.14 | 3.13 | 9.04 | 25.26 | -1.80 | 15.95 | 18.69 | 12.57 | 17.41 | 19.54 | -1.05 | 2.67 |
| Sharpe Ratio | NA | 2.03 | 0.70 | 1.01 | 0.98 | NA | NA | … | … | 0.25 | 2.61 | 0.76 | -0.20 | 0.99 | 1.98 | 1.69 | 0.23 | 0.85 | 2.43 | -0.47 | 1.11 | 1.75 | 1.85 | 2.14 | 3.09 | -0.46 | 0.05 |
| Standard Deviation(%) | NA | 7.04 | 8.19 | 7.94 | 9.08 | NA | NA | … | … | 11.51 | 5.45 | 8.47 | 9.25 | 7.59 | 7.02 | 8.35 | 13.72 | 10.47 | 10.36 | 5.84 | 11.71 | 8.80 | 5.61 | 7.69 | 6.09 | 4.73 | 6.47 |
| Draw Down(%) | NA | 6.60 | 12.60 | 12.60 | 12.60 | NA | NA | … | … | 6.60 | 2.69 | 6.84 | 10.90 | 5.98 | 4.59 | 7.34 | 11.67 | 9.98 | 4.89 | 10.13 | 10.37 | 12.09 | 5.00 | 9.20 | 5.36 | 7.43 | 8.07 |
| Yield(%) | NA | 1.46 | 4.94 | 4.93 | 5.08 | NA | NA | … | … | 0.00 | 1.50 | 6.37 | 7.27 | 7.40 | 2.82 | 5.37 | 8.07 | 2.91 | 4.65 | 5.56 | 11.77 | 9.35 | 3.47 | 2.86 | 3.57 | 4.52 | 5.57 |
Data as of 12/29/2017, Common starting date is 12/31/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| THE NEW YORK TIMES COMPANIES SUPPLEMENTAL RETIREMENT AND INVESTMENT PLAN Tactical Asset Allocation M |
3.55%
Feb 2014 – Feb 2017 |
5.59%
Feb 2011 – Feb 2016 |
8.40%
Oct 2007 – Oct 2017 |
9.74%
Feb 2001 – Feb 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| THE NEW YORK TIMES COMPANIES SUPPLEMENTAL RETIREMENT AND INVESTMENT PLAN Tactical Asset Allocation M |
20.67%
Apr 2003 – Apr 2006 |
17.58%
Oct 2002 – Oct 2007 |
13.65%
Feb 2003 – Feb 2013 |
11.82%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart